Google Stadia is Here. What’s Your Move, Nvidia?

Google Stadia is Here. What’s Your Move, Nvidia?
by Krishna Betai on 04-04-2019 at 12:00 pm

On March 16, 2019, Google introduced the world to its cloud-based, multi-platform gaming service, Stadia. Described as “a gaming platform for everyone” by Google CEO Sundar Pichai at the Game Developers Conference, Stadia would make high-end games accessible to everyone. The video gaming industry, as we know it, will never … Read More


Broadcom Versus Qualcomm Update

Broadcom Versus Qualcomm Update
by Daniel Nenni on 01-15-2018 at 7:00 am

The Broadcom acquiring Qualcomm drama is still dominating the fabless semiconductor back channel. This week I will be at the SEMI ISS Conference with Scott Jones and several hundred high level semiconductor professionals so it will be interesting to hear the hallway chatter. When it was first announced I was in the minority in … Read More


Nvidia’s Pegasus Putsch!

Nvidia’s Pegasus Putsch!
by Roger C. Lanctot on 10-29-2017 at 7:00 am

There hasn’t been this much excitement in Munich since the 1920’s. Nvidia’s great pivot was on display at the GPU Technology Conference Munich 2017. Digital dashboards are out and robotaxis are in as Nvidia narrows its focus on the tip of the automotive industry disruption spear.

To be clear, Nvidia is triangulating on the automotive… Read More


TSMC: Semiconductors in the next ten years!

TSMC: Semiconductors in the next ten years!
by Daniel Nenni on 10-23-2017 at 6:00 am

The TSMC 30[SUP]th[/SUP] Anniversary Forum just ended so I will share a few notes before the rest of the media chimes in. The forum was live streamed on tsmc.com, hopefully it will be available for replay. The ballroom at the Grand Hyatt in Taipei was filled with cameras, semiconductor executives, and security personnel.

Here isRead More